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Sunbelt Securities’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Sunbelt Securities’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2K Hold
223
– – ﹤0.01% 1447
2025
Q4 		$12K Buy
223
+2
+0.9% +$103 ﹤0.01% 1396
2025
Q3 		$11.3K Sell
221
-72
-25% -$3.56K ﹤0.01% 1413
2025
Q2 		$10.5K Buy
293
+77
+36% +$3.4K ﹤0.01% 1296
2025
Q1 		$8.8K Sell
216
-75
-26% -$2.94K ﹤0.01% 1304
2024
Q4 		$10.4K Hold
291
– – ﹤0.01% 1300
2024
Q3 		$11.3K Buy
291
+10
+4% +$380 ﹤0.01% 1274
2024
Q2 		$10.4K Hold
281
– – ﹤0.01% 1263
2024
Q1 		$10.6K Buy
281
+2
+0.7% +$72 ﹤0.01% 1223
2023
Q4 		$10.1K Sell
279
-696
-71% -$23.4K ﹤0.01% 1166
2023
Q3 		$32.2K Buy
975
+3
+0.3% +$104 ﹤0.01% 904
2023
Q2 		$33.5K Buy
972
+25
+3% +$870 ﹤0.01% 888
2023
Q1 		$32.9K Buy
+947
New +$33K 0.01% 828
2020
Q1 		– Sell
-9,238
Closed -$347K – 472
2019
Q4 		$347K Sell
9,238
-140
-1% -$5.04K 0.04% 409
2019
Q3 		$322K Buy
9,378
+2,000
+27% +$68.7K 0.04% 400
2019
Q2 		$260K Buy
7,378
+1,201
+19% +$42.1K 0.11% 223
2019
Q1 		$215K Buy
+6,177
New +$210K 0.11% 218
2018
Q4 		– Sell
-7,396
Closed -$283K – 223
2018
Q3 		$283K Buy
7,396
+23
+0.3% +$891 0.15% 168
2018
Q2 		$283K Buy
7,373
+1,040
+16% +$41.8K 0.17% 167
2018
Q1 		$251K Buy
+6,333
New +$255K 0.23% 153

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunbelt Securities's FEP Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q1 2026 at 223 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Sunbelt Securities first reported a position in FEP in Q1 2018 and has held it in 20 quarters since. The position peaked at $347K in Q4 2019. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • Sunbelt Securities held 223 shares of First Trust Europe AlphaDEX Fund worth $12.2K as of Q1 2026.
  • Sunbelt Securities left its First Trust Europe AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1447 holding.
  • Sunbelt Securities first reported a position in First Trust Europe AlphaDEX Fund in Q1 2018 and has held it in 20 quarters since.
  • Sunbelt Securities's First Trust Europe AlphaDEX Fund position peaked at $347K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.